Arkos Global Advisors’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Arkos Global Advisors’s Portfolio IEF Stock Details IEF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$55.7M	Sell	588,479 -12,747	-2%	-$1.21M	6.59%	3
2026 Q1	$57.4M	Buy	601,226 +2,951	+0.5%	+$284K	7.2%	3
2025 Q4	$57.5M	Buy	598,275 +29,597	+5%	+$2.86M	7.35%	3
2025 Q3	$54.9M	Buy	568,678 +21,893	+4%	+$2.09M	6.99%	3
2025 Q2	$52.4M	Buy	546,785 +253,443	+86%	+$24M	7.27%	5
2025 Q1	$28M	Buy	293,342 +2,863	+1%	+$268K	4.11%	7
2024 Q4	$26.9M	Buy	290,479 +190,875	+192%	+$18M	3.91%	7
2024 Q3	$9.77M	Buy	+99,604	New	+$9.63M	1.42%	16

Other funds holding IEF

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Arkos Global Advisors's IEF Position: Q2 2026 in Review

Arkos Global Advisors reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 2.1% in Q2 2026, selling an estimated $1.21M and leaving 588,479 shares worth $55.7M. The position accounts for 6.59% of the portfolio, ranked #3.

Arkos Global Advisors first reported a position in IEF in Q3 2024 and has held it in 8 quarters since. The position peaked at $57.5M in Q4 2025. 1,137 funds tracked by Wall St. Rank hold IEF as of Q2 2026.

Arkos Global Advisors held 588,479 shares of iShares 7-10 Year Treasury Bond ETF worth $55.7M as of Q2 2026.
Arkos Global Advisors sold 12,747 iShares 7-10 Year Treasury Bond ETF shares in Q2 2026, an estimated $1.21M.
iShares 7-10 Year Treasury Bond ETF made up 6.59% of Arkos Global Advisors's portfolio in Q2 2026, its #3 holding.
Arkos Global Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q3 2024 and has held it in 8 quarters since.
Arkos Global Advisors's iShares 7-10 Year Treasury Bond ETF position peaked at $57.5M in Q4 2025.
1,137 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q2 2026.

Based on Arkos Global Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.